Integrating with Allianz allows you to connect client accounts at Allianz to RightCapital. Connect position-level account data from each account, and the positions and values will be updated nightly.
To set up integration with Allianz, please complete the Data Request Form and send directly to Allianz at e-Commerce_Service@allianzlife.com. Once they receive your signed form, Allianz will work with us to complete the integration. The whole process usually takes 3-5 business days. We'll notify you when your integration is set up and ready to use.
Once the integration is set up, link client accounts:
Log in to RightCapital
Click Open Client next to the client you’d like to integrate
Navigate to Profile > Net Worth (or the 4th step of the initial data entry workflow, if this is a new client)
Click +Link Account
Click Integration at the bottom of the screen and select "Allianz".
This button only appears if an integration has already been established
Search for the client's name from the integration database
Select accounts (using the check boxes in the “Link” column) to assign to the current client.
Click Save to create the connection for the accounts selected.
Added accounts can be found under the Investment bar on the left of the screen. Account information will be updated daily.